CAC 40 Perf Jour Perf Ytd
7743.75 +0.64% +4.92%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 33.01%
Aperture European Innovation 7.66%
Sienna Actions Bas Carbone 7.22%
Digital Stars Europe 6.73%
AXA Aedificandi 5.67%
Piquemal Houghton Global Equities 5.23%
R-co Thematic Real Estate 4.80%
Jupiter Financial Innovation 3.14%
FTGF ClearBridge Infrastructure Value 2.84%
GIS SRI Ageing Population 2.83%
DNCA Invest Beyond Semperosa 0.11%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.72%
Athymis Industrie 4.0 -2.02%
HMG Globetrotter -2.27%
Janus Henderson Horizon Global Sustainable Equity Fund -2.29%
MS INVF Global Opportunity -3.17%
JPMorgan Funds - Global Dividend -3.68%
Auris Gravity US Equity Fund -3.73%
BNP Paribas Aqua Grand Prix de la Finance -3.88%
Thematics Water -4.05%
Pictet - Water Grand Prix de la Finance -4.70%
Mandarine Global Transition -4.71%
MS INVF Global Brands -4.76%
EdR Fund Big Data Grand Prix de la Finance -4.86%
Carmignac Investissement Grand Prix de la Finance -5.45%
VIA Smart Equity World -5.47%
Candriam Equities L Oncology -6.48%
Comgest Monde Grand Prix de la Finance -6.78%
Square Megatrends Champions -6.86%
CPR Invest Climate Action -7.30%
M&G (Lux) Global Dividend Fund -7.36%
Candriam Equities L Robotics & Innovative Technology -7.55%
Pictet - Digital -7.60%
Sienna Actions Internationales -7.63%
Fidelity Global Technology -7.71%
Thematics Meta -7.73%
Mirova Global Sustainable Equity -7.96%
Pictet - Security -8.16%
Russell Inv. World Equity Fund -8.34%
Echiquier World Equity Growth Grand Prix de la Finance -8.58%
ODDO BHF Global Equity Stars -8.78%
Sanso Smart Climate Grand Prix de la Finance -8.78%
JPMorgan Funds - Global Select Equity -9.11%
Covéa Actions Monde -9.72%
Groupama Global Active Equity -10.03%
Covéa Ruptures -10.18%
EdR Fund US Value -10.92%
Sycomore Sustainable Tech -11.01%
Echiquier Artificial Intelligence Grand Prix de la Finance -11.09%
Groupama Global Disruption -11.10%
Ofi Invest ESG Grandes Marques -11.23%
Athymis Millennial -11.35%
EdR Fund Healthcare -11.57%
Franklin India Fund -12.09%
JPMorgan Funds - America Equity -12.22%
JPMorgan Funds - US Technology -12.30%
ODDO BHF Artificial Intelligence -12.39%
Pictet - Clean Energy Transition Grand Prix de la Finance -12.52%
Eurizon Fund Equity Innovation -12.97%
Thematics AI and Robotics -13.15%
Franklin U.S. Opportunities Fund -13.23%
Tocqueville Global Tech ISR -13.25%
Loomis Sayles U.S. Growth Equity -14.13%
Franklin Technology Fund -14.56%
CPR Global Disruptive Opportunities -15.11%
AXA WF Robotech -15.52%
BNP Paribas Funds Disruptive Technology -15.78%
BNP Paribas US Small Cap -16.10%
Claresco USA -16.12%
R-co Thematic Blockchain Global Equity -16.24%
FTGF Royce US Small Cap Opportunity Fund -18.46%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Palmarès des fonds diversifiés selon la nouvelle échelle de risque (vous allez être surpris)…

 

 

La nouvelle échelle de risque, toujours de 1 à 7, est dite SRI (Synthetic Risk Indicator). Mais la méthodologie change et inclut le risque de crédit.

 

« Le SRI est une matrice intégrant le risque marché sur une dimension et le risque crédit sur une autre. Par exemple, pour un fonds multi-asset dont le risque crédit est de 4 et le risque marché de 4, le SRI sera de 5/7. Pour les fonds actions, le risque crédit est de 1 (aucun risque crédit) », explique Pictet Asset Management.

 

De nombreux fonds voient ainsi leur note de risque diminuer de 1 ou 2 niveaux, sans pour autant que la stratégie du fonds n'ait évoluée !

 

Exemples :

  • ↘️ Carmignac Patrimoine passe d'un SRRI 4 à un SRI 3 ;

  • ↘️ H2O Moderato passe d'un SRRI 6 à un SRI 5 ;

  • ↘️ R-Co Valor passe d'un SRRI 6 à un SRI 4...

 

Palmarès de quelques fonds diversifiés selon leur nouveau "SRI"

 

SRI 2
Richelieu Harmonies ESG +3,23% YTD
Tailor Allocation Defensive +1,99% YTD
VEGA Modéré Durable +1,25% YTD
Dorval Global Convictions Patrimoine +1,21% YTD
Ethna-AKTIV +0,21% YTD
SRI 3
DNCA Evolutif +8,6% YTD
Dorval Convictions +7,99% YTD
Trusteam ROC Flex +6,43% YTD
Tailor Global Selection ISR +6% YTD
Sycomore Partners +5,92% YTD
R-co Valor Balanced +5,34% YTD
Sextant Grand Large +4,19% YTD
Eurose +3,93% YTD
Sycomore Next Generation +3,76% YTD
BDL Rempart +3,43% YTD
Orcadia Global Sustainable Balanced +3,32% YTD
M&G (Lux) Dynamic Allocation Fund +3,09% YTD
Lazard Patrimoine Opportunities SRI +2,84% YTD
Moneta Long Short +2,74% YTD
VEGA Euro Rendement ISR +2,64% YTD
Echiquier ARTY SRI +2,63% YTD
Auris Diversified Beta +2,45% YTD
Invest Latitude Equilibre +2,29% YTD
ODDO BHF Exklusiv Polaris Balanced +2,25% YTD
Gay-Lussac Europe Flex +2,18% YTD
MAM Solution +2,13% YTD
JPMorgan Global Macro Opportunities +1,72% YTD
JPMorgan Global Income +1,62% YTD
Invest Latitude Patrimoine +1,56% YTD
BGF ESG Multi-Asset +1,54% YTD
Lazard Patrimoine SRI +1,3% YTD
Sunny Patrimoine 2.0 +1,19% YTD
Carmignac Portfolio Patrimoine Europe +1,03% YTD
Echiquier Allocation Flexible +0,93% YTD
Tikehau International Cross Assets +0,73% YTD
Vivienne Ouessant +0,58% YTD
PIMCO GIS Dynamic Multi-Asset Fund +0,36% YTD
CT Sustainable Multi-Asset Income +0,09% YTD
CPR Croissance Réactive -0,02% YTD
BNY Mellon Global Real Return -0,68% YTD
Carmignac Patrimoine -0,95% YTD
Nordea 1 - Stable Return -1,8% YTD
Ruffer Total Return International -2,22% YTD
SRI 4
GF Ambition Solidaire +10,41% YTD
R-co Valor +8,03% YTD
VEGA Patrimoine ISR +6,31% YTD
Cogefi Flex Dynamic +6,1% YTD
ACATIS Value Event +4,99% YTD
IDE Dynamic World Flexible +4,05% YTD
First Eagle Amundi International Fund +4% YTD
Ecofi Agir Pour Le Climat +2,86% YTD
OFI Invest ESG MultiTrack +2,05% YTD
AXA WF Global Optimal Income -0,24% YTD
SRI 5
H2O Moderato +4,61% YTD

 


Article rédigé par H24 Finance. Tous droits réservés.

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 27.00%
Alken Fund Small Cap Europe 26.97%
Indépendance Europe Small Grand Prix de la Finance 19.03%
Tailor Actions Avenir ISR 15.56%
Groupama Opportunities Europe 13.00%
BDL Convictions Grand Prix de la Finance 12.63%
Indépendance France Small & Mid Grand Prix de la Finance 10.74%
Uzès WWW Perf 9.50%
Covéa Perspectives Entreprises 9.32%
DNCA Invest Archer Mid-Cap Europe 9.23%
VALBOA Engagement ISR 9.19%
Richelieu Family 8.76%
Ecofi Smart Transition 7.85%
Tocqueville Euro Equity ISR 7.82%
Moneta Multi Caps Grand Prix de la Finance 7.41%
Europe Income Family 7.16%
R-co 4Change Net Zero Equity Euro 6.89%
EdR SICAV Tricolore Convictions 6.86%
Sycomore Europe Happy @ Work 6.40%
Quadrige France Smallcaps 5.98%
Mandarine Premium Europe 5.85%
Fidelity Europe 5.84%
Mandarine Europe Microcap 5.40%
ADS Venn Collective Alpha Europe 4.11%
Dorval Drivers Europe 3.96%
ELEVA Leaders Small & Mid Cap Europe 3.70%
HMG Découvertes 3.46%
Mirova Europe Environmental Equity 3.12%
Gay-Lussac Microcaps Europe 2.66%
Sycomore Europe Eco Solutions 2.21%
Norden SRI 2.19%
Palatine Europe Sustainable Employment 1.48%
Mandarine Unique 1.22%
Echiquier Positive Impact Europe 0.16%
LFR Euro Développement Durable ISR -0.01%
Tocqueville Croissance Euro ISR -0.35%
Lazard Small Caps France -0.41%
Amplegest Pricing Power Grand Prix de la Finance -0.43%
VEGA France Opportunités ISR -0.63%
DNCA Invest SRI Norden Europe -2.43%
VEGA Europe Convictions ISR -2.76%
Eiffel Nova Europe ISR -3.37%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -3.52%
CPR Croissance Dynamique -7.38%
ADS Venn Collective Alpha US -13.01%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 16.55%
Income Euro Sélection 1.95%
Axiom Short Duration Bond 1.93%
Carmignac Portfolio Credit 1.92%
Axiom Obligataire Grand Prix de la Finance 1.84%
Jupiter Dynamic Bond 1.78%
DNCA Invest Credit Conviction 1.61%
Alken Fund Income Opportunities 1.59%
IVO Global Opportunities 1.57%
SLF (LUX) Bond High Yield Opportunity 2026 1.54%
Ostrum SRI Crossover 1.43%
La Française Credit Innovation 1.31%
R-co Conviction Credit Euro 1.24%
Tikehau 2029 1.12%
Epsilon Euro Bond 1.09%
Tailor Crédit Rendement Cible 1.07%
IVO EM Corporate Debt Short Duration SRI 1.06%
Mandarine Credit Opportunities 1.05%
Pluvalca Credit Opportunities 2028 1.05%
Tikehau 2027 1.03%
Schelcher Global Yield 2028 1.01%
Groupama Alpha Fixed Income Plus 1.00%
FTGF Brandywine Global Income Optimiser Fund 0.91%
Ofi Invest High Yield 2029 0.81%
Ofi Invest Alpha Yield 0.74%
Tikehau European High Yield 0.73%
Auris Investment Grade 0.68%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.63%
LO Funds - Short-Term Money Market CHF 0.62%
Omnibond 0.59%
La Française Rendement Global 2028 0.54%
Auris Euro Rendement 0.49%
Sanso Short Duration 0.34%
Tailor Credit 2028 0.33%
M All Weather Bonds 0.26%
Richelieu Euro Credit Unconstrained -0.03%
EdR Fund Bond Allocation -0.04%
Eiffel Rendement 2028 -0.31%
Goldman Sachs Yen Liquid Reserves Fund Institutional -0.37%
IVO EM Corporate Debt UCITS -0.72%
Lazard Credit Opportunities -0.82%
AXA IM FIIS US Short Duration High Yield -6.51%
Amundi Cash USD -6.78%